See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,192 | $70,428+188.5% | $96,562+110.4% | $85,850+136.7% |
| Participation rate | 59.4% | 61.8%-2.4pp | 69.8%-10.4pp | 69.3%-9.9pp |
| Annual return | 22.41% | 18.59%+3.8pp | 37.78%-15.4pp | 318.53%-296.1pp |
| Employer contribution / active EE | $1,807 | $1,413+27.9% | $2,356-23.3% | $2,565-29.5% |
| Participant deferral / active EE | $2,467 | $2,894-14.8% | $3,849-35.9% | $3,952-37.6% |
| Admin fee / account holder | $13,209 | $4,997+164.4% | $6,181+113.7% | $6,260+111.0% |